Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-27 |
| MA | RA | APPROVED | 2021-04-22 |
Branch Locations
275 Grove St, 2-400, Newton, MA 02466 • United States
One Monarch Pl Suite 2010, Springfield, MA 01144-1099 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston University | Boston | MA | 09/2017 | 02/2020 |
| Suffolk University | Boston | MA | 09/2016 | 09/2017 |
| Tantasqua Regional High School | Fiskedale | MA | 09/2012 | 09/2016 |
| Financial Recources Of Ct | Springfield | MA | 06/2016 | Present |
| Lpl Financial Llc | Springfield | MA | 01/2019 | Present |
| Summer Vacation | Sturbridge | MA | 06/2016 | 09/2016 |
1. 6/10/2019 - FINANCIAL RESOURCES OF CT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2019 - 160 Hours Per Month/40 Hours - Time Spent 100%. 2. 8/24/2021 - FR Investment Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/03/2021 - 40 Hours Per Month During Securities Trading. 3. 07/07/2022 - FR Accounting and Tax - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Minority owner - Start Date - 06/30/2022 - 20 Hours Per Month/ 0 Hours During Securities Trading. 4. 12/16/2022 - FR Insurance and Benefits Group LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date: 08/09/2021 - 10 Hours Per Month/10 Hours During Securities Trading 5. 08/25/2023 - FR Brands Enterprises LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/25/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-12 |
Reach out to this advisor